Client Services Associate (CSA), Highland RIM Wealth Management

Kestra Financial; Tullahoma (TN); On-site; USD 42,000 - 54,000; Full time

Job summary

Kestra Financial is seeking a Client Services Associate to support daily operations and client engagement. You will be the first point of contact for clients, delivering exceptional service while handling account-related tasks and administrative duties.

The role requires strong customer service, problem solving, and organizational skills. Limited travel for training may be required, with opportunities to grow in a client-centric environment within the financial services sector.

Qualifications

• Strong interpersonal and communication skills.
• Exceptional attention to detail and follow-through.
• Proficiency in Microsoft Office Suite; CRM experience is a plus.
• Highly organized with the ability to manage multiple tasks independently.
• Ability to build relationships with clients and internal partners without direct control.
• Adaptable and committed to continuous learning.

Responsibilities

• Provide white-glove service to new and existing clients
• Act as the primary contact for inbound client communications
• Prepare documentation for account openings, transfers, distributions, and other transactions
• Monitor client onboarding progress and ensure timely follow-up
• Coordinate scheduling and calendar management for the advisor
• Maintain accurate and up-to-date records in the CRM and custodian portals
• Assist with data entry, report generation, and preparation for client meetings
• Liaise with back-office teams and vendors to resolve client issues
• Support trading and account maintenance activities under advisor supervision
• Manage multiple and competing priorities daily in pursuit of business objectives
• Small amount of annual travel may be required for training

Skills

Customer service

Communication

Attention to detail

Organizational skills

CRM experience

Microsoft Office

Education

Bachelor's degree preferred

High school diploma required

Tools

Microsoft Office Suite

CRM

Job description

The Client Services Associate (CSA) plays a vital role in supporting the firm's daily operations and long-term growth. This position serves as the first point of contact for clients, delivering exceptional service while managing a variety of administrative and operational responsibilities. This successful candidate will have excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Requirements

• Key Responsibilities
• Provide white-glove service to new and existing clients
• Act as the primary contact for inbound client communications
• Prepare documentation for account openings, transfers, distributions, and other transactions
• Monitor client onboarding progress and ensure timely follow-up
• Coordinate scheduling and calendar management for the advisor
• Maintain accurate and up-to-date records in the CRM and custodian portals
• Assist with data entry, report generation, and preparation for client meetings
• Liaise with back-office teams and vendors to resolve client issues
• Support trading and account maintenance activities under advisor supervision
• Manage multiple and competing priorities daily in pursuit of business objectives
• Small amount of annual travel may be required for training

Supervisory Responsibilities

• None

Qualifications

• Strong interpersonal and communication skills
• Exceptional attention to detail and follow-through
• Proficiency in Microsoft Office Suite; CRM experience is a plus
• Highly organized with the ability to manage multiple tasks independently
• Ability to build relationships with clients and internal partners without direct control
• Adaptable and committed to continuous learning

Education And Experience

• Experience in financial services preferred
• The ideal candidate will have good understanding of broker/dealer operations and financial services products,

including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts.

• Bachelor's degree preferred; high school diploma required
• Ability and desire to obtain FINRA Series 7 and 65 licenses

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times